See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,019 | $56,053+1.7% | $75,972-24.9% | $80,856-29.5% |
| Participation rate | 89.3% | 62.0%+27.3pp | 69.1%+20.3pp | 67.6%+21.7pp |
| Annual return | 12.99% | 20.53%-7.5pp | 359.55%-346.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,150 | $1,874-38.6% | $2,685-57.2% | $2,755-58.3% |
| Participant deferral / active EE | $3,481 | $3,052+14.1% | $4,255-18.2% | $4,296-19.0% |
| Admin fee / account holder | $1,960 | $5,234-62.6% | $6,467-69.7% | $6,918-71.7% |